SBI Blue Chip Fund vs Angel One Mutual Fund Large Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
12.44%
3Y Return
14.7%
Chaliye, aaj hum do mutual funds ka comparison karne wale hain, SBI Blue Chip Fund aur Angel One Mutual Fund Large Cap Fund. Dekho, dono fund Large Cap category mein aate hain aur apne apne investors ke liye kai faayde dete hain. Is article mein hum aapko fundon ka category, returns, riskometer, expense ratio aur asset allocation ka comparison karenge, taki aapko pata chale ki kis fund mein apna paisa lagana achha hoga.
| Parameter | ASBI Blue Chip Fund - Regular Plan - Growth | BAngel One Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Angel One Mutual Fund |
| Category | Large Cap | Large Cap |
| NAV (₹) | 166.74 | 497.22 |
| AUM (₹ Cr) | 5.35 Lac Cr | 2.58 Lac Cr |
| Expense Ratio (%) | 1.43% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 11.37 | 11.57 |
| Sharpe Ratio | 0.52 | 0.71 |
| 1 Year Return (%) | -0.75% | -4.02% |
| 3 Year Return (%) | 12.44% | 14.7% |
| 5 Year Return (%) | 13.47% | 12.03% |
| Since Launch (%) | 22.61% | 11.65% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 18 November 2013 | 2 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Pradeep Kesavan; Saurabh Pant (2.5 years yrs) | Sonam Udasi; Amey Sathe (9.2 years yrs) |
| Benchmark | Nifty 50 | Nifty 50 |
| Top 3 Holdings | HDFC Bank Ltd. (8.73%), ICICI Bank Ltd. (7.76%), Reliance Industries Ltd. (6.56%) | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) |
| Asset Allocation | Equity: 97.26% | T-Bills: 0.78% | Equity: 96.00% | T-Bills: 4.00% |
| Portfolio Turnover | 8% | 19% |
🤖 AI Verdict – Which is Better?
Sach ye hai, long-term wealth creation ke liye Fund B, Angel One Mutual Fund Large Cap Fund, better hain. Yeh fund 5Y return mein 12.03% ka return dete hain, jo Fund A ke 13.47% (SBI Blue Chip Fund) se kam hai lekin expense ratio mein 1.43% (Fund A) se 0.91% (Fund B) kam hai. Riskometer mein bhi dono fund very high mein aate hain, lekin yeh fund aapke liye ek better option hain.
Why consider SBI Blue Chip Fund?
- Expense ratio: 1.43%
- 3Y return: 12.44%
- AUM: 5.35 Lac Cr
- Sharpe Ratio: 0.52
Why consider Angel One Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.58 Lac Cr
- Sharpe Ratio: 0.71
📈 SIP Suitability
SIP ke liye Fund B, Angel One Mutual Fund Large Cap Fund, better hain. Yeh fund 3Y return mein 14.7% ka return dete hain, jo Fund A ke 12.44% (SBI Blue Chip Fund) se jyada hai. Iske alawa, fund ki consistency aur return stability ke liye bhi yeh fund better hain.
⚠️ Risk & Cost Analysis
Riskometer aur volatility ke hisab se Fund A, SBI Blue Chip Fund, better hain. Yeh fund riskometer mein very high mein aata hai aur volatility 11.37 mein hai. Iske alawa, expense ratio mein bhi yeh fund 1.43% ka expense ratio dete hain, jo Fund B ke 0.52% se jyada hai. Lekin, Sharpe ratio ke hisab se Fund B better hain, jiski value 0.71 hai.
📊 Portfolio Diversification
Fund A, SBI Blue Chip Fund, aur Fund B, Angel One Mutual Fund Large Cap Fund, mein asset allocation aur top holdings concentration ke hisab se Fund B better hain. Yeh fund asset allocation mein 96% equity aur 4% T-bills dete hain, jo Fund A ke 97.26% equity aur 0.78% T-bills se kam hai. Iske alawa, Fund B ke top holdings mein HDFC Bank Ltd, ICICI Bank Ltd aur Reliance Industries Ltd aate hain, jinka concentration Fund A ke top holdings mein bhi dekha ja sakta hai.
SIP Calculator – Compare Growth Potential
SBI Blue Chip Fund
₹1192614.40
@12.4% annual return (3Y)
Angel One Mutual Fund Large Cap Fund
₹1367804.07
@14.7% annual return (3Y)
*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.
❓ Frequently Asked Questions (Comparison)
Q1: Which fund gives better returns in the long run?
Sach ye hai, Fund B, Angel One Mutual Fund Large Cap Fund, long run mein better returns dete hain. Yeh fund 5Y return mein 12.03% ka return dete hain, jo Fund A ke 13.47% se kam hai lekin 3Y return mein 14.7% ka return dete hain, jo Fund A ke 12.44% se jyada hai.
Q2: Is the higher risk fund worth it?
Nahin, higher risk fund worth nahi hai. Fund A, SBI Blue Chip Fund, riskometer mein very high mein aata hai aur volatility 11.37 mein hai, jo Fund B ke 11.57 se kam hai. Iske alawa, Sharpe ratio ke hisab se Fund B better hain, jiski value 0.71 hai.
Q3: Which fund is more cost-effective?
Sach ye hai, Fund B, Angel One Mutual Fund Large Cap Fund, cost-effective hain. Yeh fund expense ratio mein 0.52% ka expense ratio dete hain, jo Fund A ke 1.43% se kam hai.
Mahendra Maurya
6+ Years in Banking, Wealth Management & Financial ServicesFounder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.
📊 Author & Founder at Share Target Price